MM
CFP
MM
CFP

Mark Joseph Miller

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningTax PlanningInsurance Planning
Compensation
Fixed/Hourly
Firm Size
5 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

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Location

211 Grandview Drive, Suite 235, Fort Mitchell, KY, 41017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark is a registered representative with Valmark Securities and an investment advisor representative with Valmark Advisers since 2003. He also offers insurance products through Executive Insurance Agency and is a part owner of Focus on Success, a financial planning firm, taking about a quarter of his time.

Employment History
Current Registrations
Focus on Success, LLC
April 2004 - Present · 21 yrs 10 mos
Valmark Advisers, INC.
December 2003 - Present · 22 yrs 2 mos
Valmark Securities, INC.Broker
December 2003 - Present · 22 yrs 2 mos
Previous Registrations
Lincoln Financial Advisors Corporation
December 2000 - December 2003 · 3 yrs
Lincoln Financial Advisors CorporationBroker
November 2000 - December 2003 · 3 yrs 1 mo
The Lincoln National Life Insurance CompanyBroker
November 2000 - December 2003 · 3 yrs 1 mo
State Registrations24 states
COCTFLGAILINKSKYMAMDMIMNNCNENJNVNYOHPASCTNTXVTWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Mark Joseph Miller - Financial Advisor | TrueAdvisor